Recently, the AI and semiconductor industries have been fully boosted, and the stock prices and market values of related companies have also risen across the board. AMD, Intel, Arm, NVIDIA, etc. have all delivered outstanding results. On April 16, local time,AMD's stock price reached US$278, with a market value of US$454.12 billion, or approximately RMB 3.1 trillion.This set a record for AMD in more than half a century since its founding in 1969.
In terms of market share, AMD x86 processors have reached 30%.
Looking back at history, AMD's market value in the early years was at a low level for a long time, and it fluctuated violently, generally only in the billions to tens of billions of dollars.
At the beginning of the 21st century, AMD was once unparalleled with its Athlon and Opteron, but then it languished for a long time due to product disadvantages and operational problems. It was not until the birth of the Ryzen/EPYC processor and the launch of Su Zifeng that it ushered in its highlight moment.
Although Intel is at a disadvantage in the competition with AMD, it has benefited from the industry-wide situation and its stock price has reached US$68, with its market value approaching US$340 billion, or approximately RMB 2.3 trillion.
This is Intel’s best performance since August 2020 (when its market value once exceeded $500 billion), compared to AMD, it has recovered from less than half to three-quarters.
Intel's market value fell below its book value in August 2025, and then began to rebound rapidly with the help of continuous capital injections from the U.S. government, SoftBank, and NVIDIA. The market's expectations for Intel are also generally optimistic.
Of course, none of them can compare with NVIDIA, which is in an absolute dominance of the AI industry.The latest market value is US$4.8 trillion, equivalent to approximately RMB 32.8 trillion.
However, it is slightly lower than the highest point of US$4.92 trillion on October 21, 2025. I don’t know when it will break through the US$5 trillion mark.
